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Advice and answers from the Endear Team

Search results for:what access does each different role get
How does Endear handle different currencies in charts?
the currency based on which team is viewing the chart When creating dashboards for teams with different
How do I change a user's role?
Learn how to change a user's role to an admin, manager, or user… You can also learn what each role is capable of here… Under Role click Edit and choose your Role Still Need Help?
How to Invite New Staff Members: Rules and Requirements
Learn how different roles and login methods determine how you can invite new staff members… Endear has 3 different role types: user, manager, and admin. Learn more about role types here… What are role types?
What task activity are users notified about?
Associates can choose what task activity to get notified about… Users, Managers, & Admins) Associates have the option to choose which task activity they'd like to get
What does the 24-hour autoblock mean?
Each phone number and email address is treated independently
Intro to Home
Below we breakdown what each section and Quick Action card does and what information you will find there… Here you will be able to identify who has what role and easily determine if they are an admin, manager… To get you started on your journey with Endear, we have put together a handy guide for setting up your
What are Appointments?
How does it work?… Ready to Get Started?… Customizable Services: Create different services (e.g., tailoring appointment, personal styling session
Marketing consent management in Endear
How does Endear honor consent for each messaging type?
What is the difference between an Admin, Manager, and User?
Learn the 3 user roles at Endear and their associated permissions… There are 3 different role types within Endear. Admins can see and do everything… Key Differences in Role Permissions
How to Identify Who Is an Admin
Applies to: All People with the Admin role in Endear have full access to all features and settings… Admins have the ability to: Switch between locations Create tasks and segments for different… Select the Role filter and choose Admin This will display a list of all people with Admin privileges